A shared WhatsApp inbox with the CRM built in
Give every agent the conversation, the customer's history and the next step on one screen, and give managers visibility across branches.

One WhatsApp number, your whole team
A shared inbox built for teams that answer customers all day, across branches and shifts.
- Multi-user access to the same number, with clear ownership of each conversation.
- Assignment and unread state per agent, team and branch.
- Internal notes and mentions so colleagues can collaborate without the customer seeing.
- Human takeover from an AI agent or automation in one click.
MineTeamUnassigned
NMNaledi M.Done, just submitted it.2
JPJ. PillayWhen will my order arrive?1
ADA. DlaminiThanks, received the quote
RSR. SmithCan I reschedule?
LKL. KhumaloPhoto of the damage attached
Internal note · Lerato: Existing customer, repaid previous loan early. @Thabo worth prioritising.
Reply to Naledi…Suggest reply
A CRM that fills itself from conversations
Contacts, pipelines and history are created as your team works in WhatsApp, not re-typed afterwards.
- Contacts, tags and custom fields shaped around how your business works.
- Lead pipelines with stages your team moves deals through.
- Full history of messages, form submissions, broadcasts and changes.
- Follow-up visibility so managers see what's due and what's overdue.
NM
Naledi Mokoena
Mokoena Spaza · Soweto
Mokoena Spaza · Soweto
- Account manager
- Thabo K.
- Preferred language
- English
- Next follow-up
- Tomorrow
- Submitted Business Loan Application
- Received Smart Link via WhatsApp
- Tagged "Returning customer"
New enquiry
J. PillayRetail
Documents received
N. MokoenaR 45k
S. NaidooR 12k
Approved
A. DlaminiR 30k
Broadcasts to the right audience
Send approved WhatsApp template messages to segments built from tags, fields and pipeline stages. Replies land back in the shared inbox with full context.
- Segments from tags, custom fields, branches and pipeline stages.
- Approved templates managed in line with Meta's WhatsApp messaging policies.
- Opt-out handling so customers who unsubscribe are excluded automatically.
- Replies in the inbox routed to the right team with the broadcast in the history.
Built for teams, not single agents
Ownership
Each conversation has one owner, so customers never get two answers or none.
Branch queues
Route conversations to the branch or team responsible for the customer.
Human takeover
Agents take over from AI or automations, which pause until the conversation is handed back.